A mutual fund factsheet is a one-page monthly document that summarises a scheme’s NAV, AUM, expense ratio, benchmark, risk-o-meter rating, top holdings and past performance. To read it well, check the category and objective first, then the cost (expense ratio), the risk-o-meter, the benchmark comparison, and the portfolio holdings — in that order, before looking […]
Quick Answer: Yes, mutual funds are safe and heavily regulated. They are not chit funds or small private schemes. A SEBI-registered KYC Registration Agency (KRA) – like CVL KRA, CAMS KRA, or NDML – verifies your KYC (PAN + Aadhaar). This is a one-time, industry-wide process. After that, we open your account on the NSE
📋 Direct Answer For most Indian families, Mutual Funds + Term Insurance is a better strategy than ULIP for long-term wealth creation. Mutual Funds (regulated by SEBI) offer lower costs, greater transparency, and more flexibility. ULIPs (regulated by IRDAI) serve a specific purpose but carry multiple charge layers that reduce your effective returns. The right
How to Start SIP Planning – Which Equity Fund Suits Your Goal? | DeepakWealth SIP Planning Guide 2026 How to Start SIP Planning – Choose the Right Equity Fund for Your Goal A step-by-step SIP planning guide with real 10-year returns data (June 2016 – May 2026) and an interactive fund selector based on your
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. Before making an investment, please contact the investment expert at Deepak Wealth Framework for designing a portfolio that suits your needs. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN - 328771 | Date of Initial Registration: 14/05/2025 | Current Validity: 13/05/2028.
